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I am planning to retire, should I pay off the mortgage?

February 11, 2013 by Bautis Financial

I was recently asked this question earlier this month at a workshop I hosted, pertaining to retirement income planning, at the Cresskill Public Library. The old philosophy was if you have a mortgage, you still should be working. An Investopedia article from October 2012 says that the new trend of carrying debt into retirement could be the …

Read moreI am planning to retire, should I pay off the mortgage?

1099’s 5 Key Reporting Changes

February 9, 2013 by Bautis Financial

The following is a guest post by Andrew Pogogeff, Senior Partner of Pogogeff & Co. a NJ CPA firm According to the IRS, under-reporting of income is the biggest contributing factor to the IRS tax gap–the amount owed by individuals and businesses versus the amount that was actually paid in taxes. In 2006, the most …

Read more1099’s 5 Key Reporting Changes

Winter Key Planning Deadlines

February 7, 2013 by Bautis Financial
Read moreWinter Key Planning Deadlines

The Fiscal Cliff – A Mini Deal

February 7, 2013 by Bautis Financial

In the past two newsletters my feature stories were about the “fiscal cliff” and how things were playing out.  The cliff is the combination of tax increases, spending cuts, and the hitting of the debt ceiling limit all happening early 2013.  Washington reached a last minute agreement on January 1st to tackle the tax aspect …

Read moreThe Fiscal Cliff – A Mini Deal

3.8% Tax – Examples and Scenarios

December 5, 2012 by Bautis Financial

If you work in the real estate industry or have real estate investments here is a great article that shows how the new 3.8% tax will impact you

Read more3.8% Tax – Examples and Scenarios

Employment Law

December 5, 2012 by Bautis Financial

The following is a guest post by Andrew Bosin, a New Jersey employment lawyer.  If you have any questions about employment law, he is a great person to talk to. ARE YOU READY TO MAKE A JOB MOVE BUT ARE STILL CONTRACTUALLY OBLIGATED TO YOUR PRESENT EMPLOYER.  PERHAPS NOW IS THE TIME TO SPEAK TO …

Read moreEmployment Law

401k Rollover Infographic

October 9, 2012 by Bautis Financial

Via: 401k Rollover

Read more401k Rollover Infographic

Retirement Fitness Challenge: The Book

August 16, 2012 by Bautis Financial

MEDIA ALERT FOR IMMEDIATE RELEASE Contact: Marc Bautis Phone:   201-842-7655 Email:     [email protected] The Retirement Fitness Challenge: Shape Up Your Finances and Make Your Money Last a Lifetime Do you want to become financially fit enough to live the retirement of your dreams?  It is never too early to plan for the future that you have …

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